Order Management - Creating a Sales Order

This post covers the "Order to Shipment" process in Oracle eBusiness suite using the Order Management module. We will show you how to create and book a sales order, how to release it and ship all materials to the customer.

Navigation: Order Organizer > New Order

Order Header

Enter Customer Name, Ship-to and bill-to locations, order type, price list and salesperson in the Main tab.
Check the tab "Others" and set Warehouse and payment terms parameters (these parameters will be defaulted afterwards at line level).

Order Line

Enter the item code, quantity, unit cost, project and task (if necessary) in the sales Order lines.
Check the "warehouse" field (warehouse where are located the items).

Check whether an item is ATP* enabled (you can view this parameter at organization level:

Pick Release

Enter the parameters for picking such as: sales order number, warehouse, pick from subinventory, etc.. and press the "Concurrent" button.
Check the request output: the Pick slip report mentions the items to be picked for the order.

Ship Confirm

Refresh the "Transactions" screens, naviguate to the "Delivery" tab and select the "Ship Confirm" option. Enter the relevant shipping options and submit the "OK" button.
System gives a message "Delivery was successfully confirmed" and changes the line status as "closed".

Check Material Transactions

Navigates to Oracle Inventory and check the on hand balance and the material transactions.